Dentgroup’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Dentgroup’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$492K	Hold	10,310	–	–	0.34%	70
2025 Q3	$491K	Sell	10,310 -3,000	-23%	-$139K	0.32%	73
2025 Q2	$613K	Hold	13,310	–	–	0.43%	57
2025 Q1	$584K	Hold	13,310	–	–	0.44%	56
2024 Q4	$578K	Hold	13,310	–	–	0.44%	52
2024 Q3	$600K	Hold	13,310	–	–	0.45%	54
2024 Q2	$572K	Hold	13,310	–	–	0.46%	52
2024 Q1	$569K	Hold	13,310	–	–	0.47%	48
2023 Q4	$552K	Hold	13,310	–	–	0.49%	45
2023 Q3	$518K	Hold	13,310	–	–	0.38%	64
2023 Q2	$538K	Hold	13,310	–	–	0.39%	62
2023 Q1	$531K	Hold	13,310	–	–	0.43%	59
2022 Q4	$506K	Hold	13,310	–	–	0.44%	55
2022 Q3	$483K	Hold	13,310	–	–	0.49%	53
2022 Q2	$519K	Hold	13,310	–	–	0.58%	47
2022 Q1	$572K	Hold	13,310	–	–	0.55%	46
2021 Q4	$605K	Buy	+13,310	New	+$603K	0.57%	43

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dentgroup's AOM Position: Q4 2025 in Review

Dentgroup held its iShares Core Moderate Allocation ETF (AOM) position steady in Q4 2025 at 10,310 shares worth $492K. The position accounts for 0.34% of the portfolio, ranked #70.

Dentgroup first reported a position in AOM in Q4 2021 and has held it in 17 quarters since. The position peaked at $613K in Q2 2025. 284 funds tracked by Wall St. Rank hold AOM as of Q4 2025.

Dentgroup held 10,310 shares of iShares Core Moderate Allocation ETF worth $492K as of Q4 2025.
Dentgroup left its iShares Core Moderate Allocation ETF share count unchanged in Q4 2025.
iShares Core Moderate Allocation ETF made up 0.34% of Dentgroup's portfolio in Q4 2025, its #70 holding.
Dentgroup first reported a position in iShares Core Moderate Allocation ETF in Q4 2021 and has held it in 17 quarters since.
Dentgroup's iShares Core Moderate Allocation ETF position peaked at $613K in Q2 2025.
284 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q4 2025.

Based on Dentgroup's 13F filing for Q4 2025, filed 28 Jan 2026.